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Treasury Management Consultant, Senior
Treasury Management Consultant, Senior-March 2024
Minnetonka
Mar 29, 2026
About Treasury Management Consultant, Senior

  Description Position Summary: The Treasury Management Consultant (TMC), Senior is responsible for the sales and servicing of commercial deposit products and treasury management services. Working closely with commercial relationship managers, the TMC will act as the subject matter expert including taking a holistic approach with both prospects and existing clients for onboarding of new commercial relationships to cross sale opportunities of existing clients. The TMC is responsible for all aspects of account fulfillment for commercial deposit products and prospect for new business and work in partnership with aligned commercial relationship managers. Will act as a resource for retail and small business customers when needed. Essential Responsibilities: Job Function 1: Deposit Products, Sales, and Treasury Management Services - 60% Have a comprehensive understanding of commercial deposit products and services including attributes, delivery, pricing, and servicing and how those products can be used most effectively by commercial customers. Identify and generate new sales opportunities for both current and prospective customers. Prospect and identify target markets for commercial deposit opportunities. Conduct account analyses and provide recommendations of appropriate products and pricing for new business customers. Identify and recommend product extension opportunities through regular customer reviews. Coordinate and provide account fulfillment for new sales. Be committed to customer's successful use and deployment of all Alerus deposit products. Job Function 2: Customer Support - 10% Work closely with Treasury Management (TM) teams to provide technical support for ACH related customer issues, remote deposit services, positive pay customer issues and other business online related setup and support. Work with TM support to meet all service level agreement time frames for resolution of customer cash management issues. Take a consultative approach with clients and prospects to determine product needs related to electronic payments and deposits for commercial services setups and access. Step in if needed during TM services training for customer communication on new product and account configuration setups. Job Function 3: Compliance and Audit Items - 10% Understand and act as a resource for deposit compliance requirements. Work to resolve current deposit audit issues. Be aware to changes regarding deposit compliance requirements. Work with TM teams when needed as a subject matter expert for commercial account documentation requirements and account ownership issues as it relates to online setup and configuration Job Function 4: Professional and Personal Development 10% Stay abreast of emerging developments in the banking, treasury management and payments industry. Maximize available learning opportunities for personal and professional development. Job Function 5: Internal Client Support - 10% Designated expert for deposit product questions related to both commercial and retail products. Work with Commercial Relationship Managers to coordinate, prepare, and present customer reviews of large deposit customers. Field requests to conduct customer account analysis to determine appropriate product set for customer needs. Educate all customer facing staff on deposit products and services when appropriate. Act as a resource within the TM department to help expand knowledge. Position Requirements: Qualifications: Bachelor's degree or equivalent combination of education and/or related experience in the financial industry. Minimum of ten years previous experience in Treasury Management. Willingness and aptitude to study for and obtain AAP, APRP, or CTP designation preferred. Customer service and sales experience. Familiar with and comfortable working with technology and online banking systems. Personal Characteristics: Proven interpersonal skills. Self-motivated. Work well in team environment. Goal oriented. Good written and verbal communicatio skills. Excellent time management skills. Physical Demands - Must be met with or without a reasonable accommodation: Extended periods of time sitting at a desk and using office equipment. Ability to operate a personal computer/laptop for approximately 8 hours per day. Extended time is spent reviewing documents, both actual papers or electronic. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision. Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs. Will spend most of time in an indoor environment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

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